国内碳纤维产能扩张加速：吉林化纤/上海石化/中复神鹰/中石化等
Key Questions
Which companies are leading the expansion of carbon fiber production capacity in China?
Jilin Chemical Fiber has increased its carbon fiber capacity to 8.7万吨 with 20% efficiency gains, while Shanghai Petrochemical has started production on its 3万吨 large-tow project. Zhongfu Shenying and Sinopec are also advancing projects, with the latter receiving an additional 6亿元 investment.
What is the projected domestic carbon fiber production capacity in China by 2026?
According to Economic Daily, China's domestic carbon fiber capacity is expected to exceed 20万吨 by 2026 amid ongoing supply-side expansion by multiple state-linked enterprises.
How has Jilin Chemical Fiber performed in terms of sales and profitability?
In Q1, Jilin Chemical Fiber reported a 59% increase in sales volume to 1.26万t and a 203% rise in net profit after deducting non-recurring items, coinciding with its controlling shareholder changing to the provincial state-owned assets supervision authority.
吉林化纤Q1销量+59%至1.26万t，扣非+203%，碳丝产能增至8.7万吨，效率提升20%，实控人变更为省国资委。上海石化3万吨大丝束项目一阶段投产，60K性能突破，T1000小丝束量产，出口欧洲，二阶段2027年底建成。中复神鹰3万吨项目试生产，另有三条世界级产线同日投产（5000吨大丝束、4米宽幅T1100级、600吨高模量）。中石化碳纤维项目再增资6亿（累计至18亿），央企加速布局。经济日报预测2026年国内产能突破20万吨。供给端压力持续加大。